Carta simplifies equity management

Single source of truth 

Cap tables update with every transaction in real time, so stakeholders stay aligned. Finance teams, legal advisors, and board members can save time and money on costly cleanup and manual reconciliation.

Streamline equity issuance processes

Leverage cap table management, scenario modeling, waterfall analysis, valuations,  compliance tracking, equity plan administration, option exercises, and investor reporting.

Standardize across your organization

Issuers can manage all security types and automate grant approvals. Employees and investors accept securities electronically, track vesting, and exercise options from one place. Finance and legal teams consolidate data across multiple entities.

Trusted by industry leaders 

Participants stay informed with in-app communications and full visibility into their holdings and vesting schedules. Integrations with your existing tech stack reduce friction and streamline operations.

Questions? 

Email partners@carta.com with any questions or to discuss referral terms.